PEPI: Senior Director, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS)

Overview

This role is part of the organization’s CFO Services, supporting private equity-backed portfolio companies by providing solutions designed to preserve and generate value. The senior leader in this position focuses on improving transparency through accounting and financial reporting advisory across a broad range of transactions and events, including adherence to new or revised accounting standards and effective management of the financial reporting process.

Key service pillars include:

• Liquidity & Working Capital Optimization
• Strategic Analytics & Planning
• Performance Measurement & Management
• Business Transformation
• Financial Reporting Advisory

Responsibilities (Financial Reporting Advisory)

• Maintain current knowledge of US GAAP and apply a technical understanding of accounting changes (e.g., revenue recognition and lease transactions) by providing recommendations and conclusions on the application of complex accounting guidance
• Prepare and review pre- and post-deal financial reporting (e.g., opening / closing balance sheets) to meet contractual and regulatory requirements without interrupting standard business processes
• Investigate and remediate unexplained EBITDA volatility, unexpected financial results, or unreconciled accounts through advisory and/or interim management roles
• Support clients through an IPO readiness journey by drafting SEC reporting and providing audit support
• Drive working capital disputes to favorable outcomes by managing the process through settlement or arbitration

Professional Expectations

Data Collection, Validation and Analysis

• Guide team members on information-gathering approach and ensure all relevant sources are pursued
• Lead client interviews, ask inquisitive questions, and understand different stakeholders’ perspectives
• Identify knowledge gaps; guide the team to challenge assumptions, validate findings, and develop improved approaches
• Identify key business challenges, forecast liquidity needs, pinpoint financial/accounting process inefficiencies, and assess organizational design, roles, and team
• Ensure issues and opportunities are clearly and concisely presented
• Understand accounting and finance process flows and how information is consolidated into the general ledger to improve value creation

Project Management and Implementation

• Own and complete a workstream aligned with the CFO Services pillars
• Ensure project approach, timelines, and deliverables are logical, reasonable, and accurate
• Consistently set and communicate client expectations
• Employ actionable plans (e.g., initiatives to optimize working capital, instill a liquidity-focused culture, improve transparency in processes and organizations)
• Identify risks and obstacles early, create contingency plans, and communicate timely with clients
• Identify where service pillars are not functioning and take corrective action

Leadership

• Use prior experience to guide and promote innovative thinking
• Assess the current skill set of team members and maximize their level of contribution
• Share knowledge and experience and provide coaching

Financial Acumen

• Build and review financial models, provide financial analysis, and evaluate accounting treatments
• Deliver insights and improvement initiatives to senior management and board members

Requirements

• Minimum 15+ years of relevant work experience in both public accounting and industry

Preferred Qualifications

• CPA certification highly preferred

Compensation & Benefits

• Salary range: $175,000 - $250,000 annually, dependent on education, experience, skills, and geography
• Discretionary bonus program based on factors including individual and firm performance (ask recruiter for details)
• Regular employees working 30 or more hours per week are entitled to fringe benefits including healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time, plus a 401(k) retirement plan
• Provided eligibility requirements are met, discretionary 401(k) contributions
• Paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave
• Vacation and personal day amounts vary based on tenure and role type

Hiring Process

Candidates are considered as they apply on an ongoing basis until the opportunity is filled. Apply expeditiously to roles for which you are qualified and interested.